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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $74,426 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,509 | $72,303+0.3% | $86,691-16.4% | $64,814+11.9% |
| Participation rate | 72.3% | 80.4%-8.1pp | 76.6%-4.3pp | 71.5%+0.9pp |
| Annual return | -20.16% | 392.77%-412.9pp | 35.94%-56.1pp | 32.84%-53.0pp |
| Employer contribution / active EE | $610 | $2,393-74.5% | $2,837-78.5% | $2,507-75.6% |
| Participant deferral / active EE | $4,902 | $4,660+5.2% | $4,656+5.3% | $4,310+13.7% |
| Admin fee / account holder | $287 | $174+65.2% | $7,492-96.2% | $188+53.0% |